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Clean up (#1423)

pull/1435/head
Thomas Kaul 2 years ago
committed by GitHub
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fc1507de4f
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  1. 2
      README.md
  2. 57
      apps/api/src/app/portfolio/portfolio-calculator.ts

2
README.md

@ -53,7 +53,7 @@ Ghostfolio is for you if you are...
- ✅ Create, update and delete transactions - ✅ Create, update and delete transactions
- ✅ Multi account management - ✅ Multi account management
- ✅ Portfolio performance: Time-weighted rate of return (TWR) for `Today`, `YTD`, `1Y`, `5Y`, `Max` - ✅ Portfolio performance for `Today`, `YTD`, `1Y`, `5Y`, `Max`
- ✅ Various charts - ✅ Various charts
- ✅ Static analysis to identify potential risks in your portfolio - ✅ Static analysis to identify potential risks in your portfolio
- ✅ Import and export transactions - ✅ Import and export transactions

57
apps/api/src/app/portfolio/portfolio-calculator.ts

@ -917,12 +917,8 @@ export class PortfolioCalculator {
const investmentValues: { [date: string]: Big } = {}; const investmentValues: { [date: string]: Big } = {};
const maxInvestmentValues: { [date: string]: Big } = {}; const maxInvestmentValues: { [date: string]: Big } = {};
let lastAveragePrice = new Big(0); let lastAveragePrice = new Big(0);
// let lastTransactionInvestment = new Big(0);
// let lastValueOfInvestmentBeforeTransaction = new Big(0);
let maxTotalInvestment = new Big(0); let maxTotalInvestment = new Big(0);
const netPerformanceValues: { [date: string]: Big } = {}; const netPerformanceValues: { [date: string]: Big } = {};
// let timeWeightedGrossPerformancePercentage = new Big(1);
// let timeWeightedNetPerformancePercentage = new Big(1);
let totalInvestment = new Big(0); let totalInvestment = new Big(0);
let totalInvestmentWithGrossPerformanceFromSell = new Big(0); let totalInvestmentWithGrossPerformanceFromSell = new Big(0);
let totalUnits = new Big(0); let totalUnits = new Big(0);
@ -1128,55 +1124,8 @@ export class PortfolioCalculator {
.minus(totalInvestment) .minus(totalInvestment)
.plus(grossPerformanceFromSells); .plus(grossPerformanceFromSells);
// if (
// i > indexOfStartOrder &&
// !lastValueOfInvestmentBeforeTransaction
// .plus(lastTransactionInvestment)
// .eq(0)
// ) {
// const grossHoldingPeriodReturn = valueOfInvestmentBeforeTransaction
// .minus(
// lastValueOfInvestmentBeforeTransaction.plus(
// lastTransactionInvestment
// )
// )
// .div(
// lastValueOfInvestmentBeforeTransaction.plus(
// lastTransactionInvestment
// )
// );
// timeWeightedGrossPerformancePercentage =
// timeWeightedGrossPerformancePercentage.mul(
// new Big(1).plus(grossHoldingPeriodReturn)
// );
// const netHoldingPeriodReturn = valueOfInvestmentBeforeTransaction
// .minus(fees.minus(feesAtStartDate))
// .minus(
// lastValueOfInvestmentBeforeTransaction.plus(
// lastTransactionInvestment
// )
// )
// .div(
// lastValueOfInvestmentBeforeTransaction.plus(
// lastTransactionInvestment
// )
// );
// timeWeightedNetPerformancePercentage =
// timeWeightedNetPerformancePercentage.mul(
// new Big(1).plus(netHoldingPeriodReturn)
// );
// }
grossPerformance = newGrossPerformance; grossPerformance = newGrossPerformance;
// lastTransactionInvestment = transactionInvestment;
// lastValueOfInvestmentBeforeTransaction =
// valueOfInvestmentBeforeTransaction;
if (order.itemType === 'start') { if (order.itemType === 'start') {
feesAtStartDate = fees; feesAtStartDate = fees;
grossPerformanceAtStartDate = grossPerformance; grossPerformanceAtStartDate = grossPerformance;
@ -1204,12 +1153,6 @@ export class PortfolioCalculator {
} }
} }
// timeWeightedGrossPerformancePercentage =
// timeWeightedGrossPerformancePercentage.minus(1);
// timeWeightedNetPerformancePercentage =
// timeWeightedNetPerformancePercentage.minus(1);
const totalGrossPerformance = grossPerformance.minus( const totalGrossPerformance = grossPerformance.minus(
grossPerformanceAtStartDate grossPerformanceAtStartDate
); );

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